Lucas
Mansberger
Breakwater Capital
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About this Advisor
Lucas Mansberger is a chartered financial analyst who works out of Kalamazoo, Michigan with 1 year of industry experience. Mansberger works at Breakwater Capital. Throughout their career, Mansberger has worked at Breakwater Capital, LLC, Greenleaf Trust and Pavillion Advisory Group. Mansberger can advise clients in Michigan. Breakwater Capital is a company based out of Kalamazoo, MI. It manages $115 million in total assets across its 416 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 416 customer accounts, 59% are held by high-net-worth investors who have more than $1 million in investable assets. Breakwater Capital performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Breakwater Capital likely are comprised of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Breakwater Capital Brokerage Details
$114,501,925
2
416
$275,245
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lucas Mansberger Work History
Lucas has been registered as a financial advisor for 1 years.*
Breakwater Capital, LLC
Greenleaf Trust
Pavillion Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lucas Mansberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Breakwater Capital
Kalamazoo, MI
Kalamazoo, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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